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The Personal Finance Podcast

How to Build a Forever Portfolio With Rob Berger

The Personal Finance Podcast

Andrew Giancola

Business, Investing, Entrepreneurship

4.7 • 1.4K Ratings

🗓️ 27 December 2023

⏱️ 46 minutes

🧾️ Download transcript

Summary

In this episode of  the Personal Finance Podcast,  we are going to talk to Rob Berger about how to build your forever portfolio. How Andrew Can Help You:  Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew’s course teaching you how to invest!  Watch The Master Money Youtube Channel!  Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn’t affect your credit score. Get started at chime.com/ Policygenius: This is where I got my term life insurance. Policygenius is made so easy. To get your term policy go to policygenius.com and make sure your loved ones are safe. Listen to Planet Money wherever you get your podcasts. Visit MasterClass.com/PERSONALFINANCE and get one free annual membership when you give one annual membership this holiday season. Connect with Rob Berger: Website Youtube Linkedin Twitter Facebook Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

on this episode of the Personal Finance Podcast,

0:03.5

How to Build Your Forever Portfolio with Rob Berger. Oh, What's up everybody and welcome to the Personal Finance Podcast? I'm your host Andrew

0:30.9

founder of Master Money.co and today on the Personal Finance

0:35.4

podcast we're going to be talking about how to build your forever portfolio

0:39.3

with Rob Berger. If you guys have any questions, make sure to hit us up on

0:43.2

Instagram, Tik-talk, Twitter, at Master Moneyco, and follow us on Spotify, Apple,

0:47.7

Podcast, or whatever podcast player you love listening to this podcast on it.

0:51.7

If you want to hop out the show,

0:53.2

consider leaving a five-star rating and review.

0:55.6

I cannot thank you guys enough for leaving

0:57.5

those five-star rating and reviews on your favorite podcast player.

1:00.4

Now today, we are so excited to have Rob Berger on the show now Rob is someone

1:05.7

that really had a huge impact on me overall especially when I was in my early

1:10.6

20s learning how to invest my money and Rob used to have the show

1:14.2

called the Dole Roller Podcast that I would listen to religiously when I was

1:18.4

working my 9 to 5 job and he would talk about investing he would talk about

1:22.0

how to manage your personal finances and he is one of the

1:24.3

cornerstones of where I gained my financial knowledge very early on.

1:28.7

So Rob has been someone I have wanted to have on this podcast for a very long time.

1:32.6

We met at FinCon and then we met again.

1:34.6

We spent a lot of time together

1:36.4

when Black Rock invited us up to the New York Stock Exchange

...

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